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BRK-B vs HRTG

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
HRTG
Heritage Insurance Holdings, Inc.
NEUTRAL
Price
$29.90
Market Cap
$918.6M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
HRTG
4.73
Forward P/E
BRK-B
22.06
HRTG
6.08
P/B Ratio
BRK-B
0.0
HRTG
1.74
P/S Ratio
BRK-B
2.79
HRTG
1.08
EV/EBITDA
BRK-B
-2.12
HRTG
1.48

Profitability

Gross Margin
BRK-B
26.15%
HRTG
42.5%
Operating Margin
BRK-B
32.96%
HRTG
41.65%
Profit Margin
BRK-B
18.03%
HRTG
23.08%
ROE
BRK-B
9.81%
HRTG
49.14%
ROA
BRK-B
5.11%
HRTG
7.16%

Growth

Revenue Growth
BRK-B
-0.7%
HRTG
2.4%
Earnings Growth
BRK-B
-2.5%
HRTG
226.0%

Financial Health

Debt/Equity
BRK-B
0.19
HRTG
0.2
Current Ratio
BRK-B
7.07
HRTG
0.83
Quick Ratio
BRK-B
6.62
HRTG
0.42

Dividends

Dividend Yield
BRK-B
--
HRTG
--
Payout Ratio
BRK-B
0.0%
HRTG
0.0%

AI Verdict

BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends
HRTG NEUTRAL

HRTG presents a stark contradiction between extreme valuation attractiveness and deteriorating fundamental health, evidenced by a weak Piotroski F-Score of 3/9. While the stock trades at a very low P/E of 4.73 and well below its Graham Number ($49.47), the combination of heavy insider selling and a low current ratio (0.83) suggests significant underlying risk. Explosive earnings growth is not currently supported by organic revenue growth (2.40%), indicating potential non-recurring gains or aggressive accounting. The technical trend is heavily bearish, offsetting the bullish analyst recommendations.

Strengths
Extremely low P/E ratio (4.73) relative to sector averages
Exceptional Return on Equity (ROE) of 49.14%
Strong recent earnings track record with significant beats
Risks
Weak Piotroski F-Score (3/9) indicating poor fundamental health
Aggressive insider selling (15 sell transactions, 0 buys)
Liquidity concerns with a Current Ratio of 0.83 and Quick Ratio of 0.42

Compare Another Pair

BRK-B vs HRTG: Head-to-Head Comparison

This page compares Berkshire Hathaway Inc. (BRK-B) and Heritage Insurance Holdings, Inc. (HRTG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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